All of your tools in one place
Secure File Requests
Securely request and receive all documents needed to complete the tax return.
Keep client relationships strong through video meetings. Face to face communication is important in the tax industry.
Receive electronic signatures requested with no or minimal pay-per-signature charges.
Secure messaging with standard or potentially privileged tax advice.
we take care of security,
so you don’t have to
We use two layers of data-transport encryptions for maximum security. Your tax business will have desktop or mobile access to your own isolated, and encrypted data storage space.